Note: Kate is at Starbucks for R&R. This was written by her mean and cranky alter ego.
I do our taxes myself. I am smart enough and too cheap to spend a bunch of money on an accountant. For the most part, it’s not been really bad. That was then. This is now.
I use an on-line service. They can add better than I do. They nudge me for stuff I forget. Normally I would say they are user-friendly. That was until this year. They used to have a wonderful side index where you could click on where you wanted to go. Easy peasy. Now you have to go through several screens to go from 1099-Div to 1099-Int or through a lot of screens to make sure you don’t qualify for some obscure credit. Trust me, I don’t qualify for anything that lessens my taxes.
They also want stupid information that isn’t on the forms sent by the various banks. They kept insisting on a state code (what is that anyway) for one of the entries. There wasn’t any. They weren’t happy and my return is noted that it has an error. That’s too bad!
We don’t have tons of money. That’s what makes it more frustrating. We rolled over some accounts, sold some stocks and bought others. None of it amounts to incredible wealth. (I am still working on winning the lottery. That is our long-term financial plan.)
We changed investment institutions too. Forms are different — not better, just different. I can’t find anything but they say it’s easier.
It took two days to navigate that damn on-line site. On top of it all, I am cranky! I’m actually considering a second Starbucks run to settle me down.
When I was considering careers, anything with numbers did not interest me. Engineering runs in my family and I could be a good problem-solving engineer. I just don’t like the day-to-day number crunching required. My algebra teacher thought I could be a nuclear scientist if only I could add. (Hey, we even wore dowdy clothes then so it wasn’t about THAT!)
My brother got all those wonderful number genes. I got the genes that make me run in circles and yell at people. Those came from my mother. She was a sweetheart but she could have an iron will!